Advance Capital Management Inc

Overview

Advance Capital Management Inc is an SEC registered investment adviser based in Southfield, MI, registered since 1986. It reports $5B in assets under management across 14,835 accounts, with 62 employees. It has 31 investment adviser representatives.

Reported AUM

$5B

Discretionary

98%

Accounts

14,835

Average account

$336K

Employees

62

Advisory reps

31

Registered since

1986

Jurisdictions

40

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 8

• Christopher Michael Kostiz President CRD 2425265
• Elizabeth Colleen Gardner Chief Compliance Officer CRD 4845872
• Julie Ann Katynski Chief Financial Officer CRD 2610072

5 more executive officers, with direct contact details

Advisory reps 3 of 31

• Emily Patricia Cely Investment Adviser Rep CRD 6333923
• Luis Alejandro Cely Investment Adviser Rep CRD 5977075
• Patrick Coleman Cummins Investment Adviser Rep CRD 7435327

28 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1 Towne Sq Ste 444
Southfield, MI 48076

County

Oakland

Metro area

Detroit-Warren-Dearborn, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 40 jurisdictions
• Website: acadviser.com

Every state, with registration dates

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